Estate Planning 101 Workshop hosted in Chino Hills, CA

We are hosting this educational Estate Planning Event to give you and your family the tools to understand the financial changes that are ahead!

It’s time to make sure your Estate Planning is in good order.

Your local expert will be teaching:

• A Trust or a Will - Learn the difference and the benefits of a Living Trust
• Avoid Probate Court costs and fees - Substantial cost savings with the proper Estate Plan
• The Danger of Joint Tenancy - Tax consequences and liability issues
• Provisions for children and grandchildren - protect your assets inherited by your heirs from divorce, lawsuits, and future estate taxation
• Provide for the Special Needs person in your estate plan
• Create a new estate plan or replace old, outdated documents

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the particular needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosely Insurance & Financial Services.

Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766

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Host or Publisher Tom Mosley